National Wealth Management Group, LLC Sells in Q4 2025

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-152
- 2.74%
$286.27 - $296.23 $43.5K - $45K
5.4K $1.57B
PLD
Prologis, Inc.

Real Estate
-708
- 29.85%
$111.23 - $127.18 $78.8K - $90K
1.66K $212M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-73
- 8.54%
$252.87 - $320.26 $18.5K - $23.4K
782 $218M
AMD
Advanced Micro Devices Inc

Technology
-1.92K
- 28.06%
$164.01 - $264.33 $315K - $508K
4.93K $1.06B
ENB
Enbridge Inc

Energy
-410
- 3.34%
$46.39 - $50.07 $19K - $20.5K
11.9K $568M
MCD
Mcdonalds Corp

Consumer Cyclical
-156
- 8.72%
$293.81 - $310.11 $45.8K - $48.4K
1.63K $499M
FTCS
First Trust Capital Strength E

ETFs
-415
- 12.24%
$90.55 - $93.84 $37.6K - $38.9K
2.98K $275M
UNP
Union Pacific Corp

Industrials
-140
- 9.13%
$216.37 - $237.41 $30.3K - $33.2K
1.39K $322M
PPG
Ppg Industries Inc

Basic Materials
-304
- 10.05%
$94.92 - $105.45 $28.9K - $32.1K
2.72K $279M
VPU
Vanguard Utilities ETF

ETFs
-123
- 3.63%
$190.8 - $202.04 $23.5K - $24.9K
3.26K $603M
EMLP
First Tr Exchange Traded Iv

ETFs
-777
- 8.82%
$37.38 - $38.54 $29K - $29.9K
8.03K $304M
DIS
Walt Disney CO

Communication Services
-228
- 4.0%
$105.69 - $116.65 $24.1K - $26.6K
5.47K $622M
VIG
Vanguard Dividend Appreciation

ETFs
-217
- 4.24%
N/A
4.91K $1.08B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-437
- 12.64%
$72.17 - $75.74 $31.5K - $33.1K
3.02K $228M
UGA
United States Gasoline Fund, LP

ETFs
-70
- 0.95%
$60.88 - $69.58 $4.26K - $4.87K
7.29K $450M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-950
- 3.74%
$112.85 - $117.98 $107K - $112K
24.5K $2.89B
F
Ford Motor CO

Consumer Cyclical
-2.66K
- 20.32%
$11.41 - $13.84 $30.3K - $36.8K
10.4K $137M
GE
General Electric CO

Industrials
-234
- 3.16%
$291.49 - $314.28 $68.2K - $73.5K
7.17K $2.21B
IWY
Ishares Tr Russell 200 Growth

ETFs
-87
- 4.45%
$268.43 - $288.26 $23.4K - $25.1K
1.87K $518M
FDN
First Tr Fd Dow Jones

ETFs
-10
- 0.78%
$269.33 - $285.7 $2.69K - $2.86K
1.27K $342M
Fidelity Covington Trust
-490
- 5.13%
N/A
9.06K $378M
IEMG
Ishares Inc

ETFs
-483
- 3.25%
N/A
14.4K $965M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-120
- 3.39%
$121.18 - $127.07 $14.5K - $15.2K
3.42K $431M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-802
- 2.75%
$28.9 - $30.17 $23.2K - $24.2K
28.3K $851M
IEFA
Ishares Tr

ETFs
-211
- 5.92%
$86.09 - $89.88 $18.2K - $19K
3.35K $300M
FNDA
Schwab Fundamental U S Small C

ETFs
-410
- 5.07%
$29.85 - $31.55 $12.2K - $12.9K
7.68K $242M
AVUV
American Centy ETF Tr Avantis

ETFs
-218
- 3.95%
$95.19 - $100.66 $20.8K - $21.9K
5.31K $541M
DGRO
Ishares Core Dividend Growth E

ETFs
-230
- 3.24%
$66.93 - $69.17 $15.4K - $15.9K
6.86K $476M
VBR
Vanguard Small Cap Value ETF

ETFs
-69
- 2.61%
$201.42 - $211.15 $13.9K - $14.6K
2.58K $546M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-109
- 1.58%
$47.0 - $48.26 $5.12K - $5.26K
6.81K $325M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-96
- 2.87%
$142.79 - $150.05 $13.7K - $14.4K
3.25K $483M
DNP
Dnp Select Income Fund Inc

Financial Services
-300
- 1.53%
$9.93 - $10.23 $2.98K - $3.07K
19.3K $193M
LLY
Eli Lilly & CO

Healthcare
-344
- 28.88%
$799.57 - $1025.28 $275K - $353K
847 $910M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-569
- 1.58%
$25.85 - $27.19 $14.7K - $15.5K
35.5K $955M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-3
- 0.05%
$150.5 - $159.55 $452 - $479
6.25K $979M
VTI
Vanguard Total Stock Market Et

ETFs
-244
- 1.91%
$321.8 - $337.95 $78.5K - $82.5K
12.5K $4.2B
TSLA
Tesla, Inc.

Consumer Cyclical
-83
- 0.89%
$401.99 - $468.37 $33.4K - $38.9K
9.29K $4.18B
JPM
Jpmorgan Chase & CO

Financial Services
-10
- 0.29%
$294.11 - $320.41 $2.94K - $3.2K
3.39K $1.09B
JNJ
Johnson & Johnson

Healthcare
-6
- 0.32%
$185.98 - $199.58 $1.12K - $1.2K
1.86K $386M
AMZN
Amazon Com Inc

Consumer Cyclical
-172
- 1.01%
$213.04 - $254.0 $36.6K - $43.7K
16.8K $3.88B
GLD
Spdr Gold Trust

ETFs
-337
- 2.66%
$354.79 - $403.15 $120K - $136K
12.3K $4.88B
GOOGL
Alphabet Inc.

Communication Services
-1.42K
- 11.57%
$236.57 - $291.31 $336K - $414K
10.9K $3.4B
SLV
I Shares Silver Trust

ETFs
-20.6K
- 24.38%
$42.4 - $49.17 $875K - $1.02M
64K $4.13B
Activity Summary
Buys All Purchases 146 New Holdings 64 Increased Positions 82 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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